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iShares ESG Optimized MSCI USA ETF
SUSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
176
Financial Architects (New Jersey)
New Jersey
$169K +$64.7K +1,010 +49%
NCM
177
New Capital Management
Texas
$153K – – –
MA
178
MUFG Americas
New York
$149K – – –
OC
179
Oakworth Capital
Alabama
$146K – – –
RTC
180
Riverview Trust Company
Washington
$143K -$5.38K -84 -3%
FCB
181
First Command Bank
Texas
$138K – – –
FCFS
182
First Command Financial Services
Texas
$138K – – –
HWA
183
HCR Wealth Advisors
California
$137K – – –
FFW
184
Fusion Family Wealth
New York
$132K – – –
PAIM
185
Punch & Associates Investment Management
Minnesota
$131K – – –
AIC
186
Ameritas Investment Company
Nebraska
$127K +$7.69K +120 +5%
SC
187
Stratford Consulting
Texas
$122K +$641 +10 +0.5%
AWM
188
AllSquare Wealth Management
New York
$112K – – –
IWP
189
IAG Wealth Partners
Wisconsin
$107K +$21K +328 +20%
BAM
190
Barrett Asset Management
New York
$104K – – –
TPWA
191
TRUE Private Wealth Advisors
Oregon
$101K +$86K +1,342 +265%
PAI
192
Pittenger & Anderson Inc
Nebraska
$98K +$21.4K +334 +23%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$95K +$385 +6 +0.3%
GWM
194
Geneos Wealth Management
Colorado
$94K -$11.4K -178 -9%
FWP
195
FAS Wealth Partners
Kansas
$90K – – –
BBA
196
Braun-Bostich & Associates
Pennsylvania
$81K – – –
CCM
197
Cribstone Capital Management
Maine
$78K – – –
CWM
198
Cranbrook Wealth Management
Michigan
$74K -$59.5K -928 -41%
CT
199
Caldwell Trust
Florida
$73.5K – – –
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$48.1K +750 +128%
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